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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,709 | $123,155+220.5% | $108,753+262.9% | $155,188+154.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 22.99% | 44.73%-21.7pp | 37.47%-14.5pp | 148.84%-125.8pp |
| Employer contribution / active EE | $2,049 | $2,811-27.1% | $2,427-15.6% | $4,248-51.8% |
| Participant deferral / active EE | $9,958 | $4,623+115.4% | $4,115+142.0% | $6,531+52.5% |
| Admin fee / account holder | $3,041 | $12,126-74.9% | $10,320-70.5% | $14,480-79.0% |